+93.3%
HAL vs DHI
+61.2%
+32.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.9% |
| 7D | -3.3% | -3.4% | +0.1% | -2.8% |
| 30D | +8.2% | -5.4% | +13.6% | +8.9% |
| 3M | -9.4% | -10.4% | +1.0% | -8.3% |
| 6M | +0.6% | -2.8% | +3.4% | 0.0% |
| YTD | +28.6% | -3.4% | +32.0% | +27.7% |
| 1Y | +63.9% | -22.9% | +86.8% | +69.1% |
| 3Y | -7.1% | +20.7% | -27.8% | -13.4% |
| All | +93.3% | +61.2% | +32.1% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DHI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling